We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated.
• Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
• The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Company Details
- Employees
- 55
- Founded
- 2002
- Address
- 5 Apollo Rd,
- Phone
- (630)575-5003
- he****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacyadvice.com
- Keywords
- Plymouth Meeting.
- HQ
- Plymouth Meeting, Pennsylvania
Legacy Advisors Questions
Legacy Advisors's helpline number is (630)575-5003
Legacy Advisors's website is legacyadvice.com
Legacy Advisors's LinkedIn profile is https://www.linkedin.com/company/legacy-advisors
Legacy Advisors has
55 employees.
View email and phone details for 55
employees at Legacy Advisors.
Legacy Advisors's industry is
Financial Services
Legacy Advisors's top competitors are
Glenmede,
Mycio Wealth Partners,
Veritable, Lp,
Future Standard,
Mill Creek Capital Advisors,
Bryn Mawr Trust,
Janney Montgomery Scott Llc,
The Haverford Trust Company,
Legacy Advisors,
Sei.
Legacy Advisors's support email address is henry.swan@axa-advisors.com
Legacy Advisors's categories are Financial Services
Legacy Advisors's founding year is 2002
